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Defense

Leonardo DRS, Inc.

DRSNASDAQdiversified
Market cap$13B
Conviction4/ 5
HQArlington, Virginia, USA

For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 180d

$48.76

+46.7%

Thesis

Leonardo DRS supplies advanced sensing, electro-optics, and power and computing systems across defense platforms. It is a focused supplier to ISR and broader prime-led programs.

Catalysts

  • Sensing and electro-optical content growth
  • Naval power and propulsion demand
  • ISR modernization across services

Not financial advice — research and opinion only. Disclosures